Sales & Operations
Playbooks, pipelines, and operational guides for provider/parent acquisition.
Documents
Playbooks
| Document | Audience | Purpose |
|---|---|---|
| India Sourcing Playbook | India sales team | Daily workflow for sourcing providers in India |
| US Sourcing Playbook | US sales/founder | Apollo sequences + outreach for US providers |
Strategy & Planning
| Document | Purpose |
|---|---|
| Provider & Parent Pipeline | Full pipeline definition, stages, tool assignments |
| City Launch Guide | When/how to launch new cities, readiness thresholds |
| Launch Implementation Gaps | What's missing, prioritized todo list |
| Email Domains Strategy | Multi-domain email strategy, mailbox inventory |
Setup Guides
| Document | Purpose |
|---|---|
| Tool Setup Guide | Step-by-step setup for Attio, Apollo |
Communications
| Document | Purpose |
|---|---|
| Email Sequences (Loops) | Loops marketing email templates and sequences |
| Apollo Sequences | Cold outreach email sequences for US providers |
| Resend Transactional Emails | Transactional email templates (bookings, auth, etc.) |
| WhatsApp Integration Guide | Gupshup setup, templates, technical integration |
Analytics
| Document | Purpose |
|---|---|
| Posthog Dashboards | Dashboard setup, events, and metrics tracking |
Tools
| Tool | Purpose | Used By |
|---|---|---|
| Attio | Provider CRM | Sales team |
| Apollo | US cold email | US sales |
| Loops | Email marketing | Marketing |
| Resend | Transactional email | Product |
| Posthog | Analytics & A/B testing | All |
| Gupshup | WhatsApp messaging | Product/Ops |
| Viral Loops | Referral program | Marketing |